Appointment Calendar Settings

How do I configure Appointment Calendar Settings?

To configure additional settings for your Calendar, navigate to Calendar > Settings.

CLICK HERE to learn about Appointment & Scheduling

Or from the Calendar Menu item, you can then click settings on the top menu;

Appointment Settings

To update your Appointment Settings you will go to  Calendar > Settings > Appointment Settings.

You can toggle  Enable/Disable 'View All' Appointments for Staff. If enabled, you can show all Appointments to staff members.  You can choose which Roles, Teams or individuals you would like to be able to view all of the Appointments.

Additionally you can toggle to give the same users the option to be able to Schedule and/or cancel Scheduled Appointments.

Click the My 'View All' Appointments Preferences arrow to set how you would like the appointments to be shown.

Please note: Each staff member that has permission to View All Appointments will be able to go their own Appointment Settings to choose how they personally see the Appointments.

Lists

If you want to view the Appointments via a list, click list in the dropdown options and then click Appointments on the top menu to view the list.

Appointment Type Defaults

To update your Appointment Type Defaults you will go to  Calendar > Settings > Appointment Type Defaults.

You can toggle Enable/Disable Appointment Scheduling on or off. 

If disabled, the  +Add Appointment button will not show on the Calendar for any user. If enabled, you can also choose whether or not Contacts will be able to schedule the Appointment themselves.

There is also an option to remove  Auto-Block Availability for certain Appointment Types:

Google Calendar Events

Assigned CRM Events

Other Calendars of the assigned staff

You can set custom text for the button that will confirm creating the Appointment, as well as text that appears beside the "Add Appointment" button on the Calendar.

The "Add Appointment" button appears when selecting a Time Slot during the Appointment scheduling.

The Additional Message appears to the right of the Calendar, next to the "Add Appointment" button.

You can set custom text for the button that will confirm creating the Appointment, as well as text that appears beside the "Add Appointment" button on the Calendar.

Calendar Defaults

To update your Calendar Defaults you will go to Calendar > Settings > Calendar Defaults.

You can then select the day you would like your week to begin on.